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Type of Role: Investments

Experience Level: Managing Director/CIO

Location: Salem, New Hampshire

Salary: $350K - $600K

The Crosby Company is a family office responsible for wealth management and preservation for multiple branches and generations of a single family. The Crosby Company provides middle and back-office services to various individual businesses including Curatorial, Foundations, Investments, Trust, Tax and Private Real Estate.

THIS POSITION HAS BEEN FILLED

 

Duties and Responsibilities: The Crosby Company is a family office responsible for wealth management and preservation for multiple branches and generations of a single family. The Crosby Company provides middle and back-office services to various individual businesses including Curatorial, Foundations, Investments, Trust, Tax and Private Real Estate.  The Chief Investment Officer (CIO) CIO will act as a senior investment advisor and trusted confidante to the family office, The Crosby Company of New Hampshire, Beacon Trust Company, Fidelity Foundations, and other family-owned entities. The CIO will provide oversight and strategic direction concerning family investments.   This position will also provide investment and business counsel to achieve a single-family centric perspective spanning all enterprises.

This role is a tenured investment executive position with a deep understanding and successful track record of portfolio management, investment research, and the overall investment process.

Crosby Advisors (CA) | Crosby Company of New Hampshire (CCNH)

This role will ensure and maintain a best-in-class investment compliance, processes, and strategy while remaining transparent to the family and in line with family goals.

  • As the member of the CCNH Oversight Committee, the CIO will act as a trusted advisor to the President of CA and the investment team on the following activities:
    1. Investment Process
      • Oversee formal and informal portfolio management interactions and activities supporting performance and organizational goals
      • Ensure that all regulatory, legal, and fiduciary standards are met in the development and management of investment activities
    2. Investment Risk Oversight
      • Responsible for ensuring compliance and performance consistency across all investment mandates
      • Leads oversight review process
      • Represents performance, practice, and perspectives in governance interactions (board, regulatory)
    3. Organizational Design and Oversight (specific to the investment team)

Other Oversight Roles 

  • The CIO will provide oversight with respect to other investments as requested by the family

Qualifications:

  • 20+ years of experience across investment portfolios, funds, operational management, and leadership strategy
  • MBA or CFA preferred
  • Recognized investment management experience and expertise
  • Credible and professional presence to interact effectively with investment professionals, as well as with the external marketplace
  • Experience in educating leadership on compensation and benchmarking methodology and philosophy

Competencies:

  • Strategic thinking with experience working in a heavily matrixed investment environment
  • Creative problem solving generating new and innovative approaches to problems
  • Strong influencing skills through a collaborative work and communication style
  • Excellent listening skills
  • Transparent and honest communications

Compensation & Benefits:

The Crosby Company of New Hampshire offers a competitive salary commensurate with experience, an annual performance-based bonus, and a comprehensive benefits package.

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We are committed to creating an equitable and inclusive professional environment. We encourage applications from candidates with a diversity of backgrounds, experiences, a perspectives.